Excel Empire
Company

Excel Empire

Financial Services 1601 Belvedere Rd 24 employees
Employees
24
Contacts
4
Emails
4
Phones
4

Excel Empire Overview

Headquarters
1601 Belvedere Rd
Website
excelempire.com
Industry
Financial Services
Employees
24
Founded
2023
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Excel Empire

As a Virtual Business Family Office, we provide a wide range of services tailored to meet the needs of business owners and their families. From TAX PLANNING (RE-MMAP) for your business and personal taxes, to estate planning, business valuations, and business brokerage – Excel Empire offers you a dedicated team of specialists you cannot find anywhere. The coordination that comes from working with Excel Empire is so much more effective than working with a local CPA, a Business Coach from somewhere else, and a Financial Advisor that does not work with either of them. Family-run businesses may require structures for succession planning, a trust, or a foundation for the family-held assets. Given the complexity of these situations, clients may utilize Excel Empire to help in alignment with your goals and objectives. Excel Empire can also help coordinate non-financial issues, such as private schooling, travel, and miscellaneous household arrangements.

Excel Empire Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
4
100.0% coverage

Excel Empire Org Chart

Sample employees and titles
Name Title Contact
Matthew D Nye Eliminate Debt. Build Wealth. Protect
Email Phone
Kim Stotridge Ctba - Certified Tax and Business
Email Phone
Matthew Pearson Founder of Excel Empire, Certified Tax
Email Phone
Durran Alexander Certified Business and Tax Advisor
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile

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